welcome to Millennium Career Advisors

It's your Move, Make it with Confidence

Success comes through being empowered to see the big picture and taking the right next step.

Break-Away Advisor Consulting

We leverage our decades of experience to guide financial advisors through the exploration of, and transition to, opportunities within their choice of wirehouse, regional, independent and registered investment advisor (RIA) platforms.

Contingency Contracts for Firms

We currently recruit for over 30 different companies. Our arrangements with financial firms are based on successful placements. A fee is only charged when your firm hires one of our candidates, and not merely for introductions made.

Valuation & Deal Services

We assist with book analysis, valuation and matching of buyers and sellers of financial practices. Our fee for this service is customized for each transaction and is typically shared between buyer and seller.

Happy couple having a meeting with financial advisor in the office.

18+ Years Of Experience In Financial Recruiting


4.85 Rating

Following the Right Sherpa

Millennium Career Advisors...Recruiting Done Right.

We have helped hundreds of wealth management professionals advance their careers. 

Our process is fast, discreet, and accurate. We connect quality people with great companies by assisting candidates in the identification, evaluation, and selection of the best environment available to maximize their opportunities within the industry.

We recruit experienced wealth management professionals for top-tier client firms, including the banking, wirehouse and independent channels (as well as Registered Investment Advisors) across the United States. Corporate clients retain our services on either contingency or retained arrangements. Financial advisors are always able to utilize the firm’s service at no cost to themselves.


0 +

Inquiries Answered

0 +

Introductions Made

0 +

Companies Represented

0 +

Years of Combined Experience

Providing Exceptional personal services to advisors & Teams

Our uniquely unbiased advice and expert guidance is widely regarded throughout the industry. We go above and beyond to ensure our candidates’ objectives are realized during their due diligence and transition processes.

why choose us ?

Why Candidates Should Use Millennium

Let us help you with your next move because a good partner is critical to your success.
Matt Werthe Raymond James Financial Services San Marcos, CA

"Although I wasn't even looking at other firms when he first contacted me, Ron helped me secure a new opportunity with a different company that was better geographically, financially, and professionally. My compensation nearly doubled, and I'm spending more with my family instead of in a long daily commute. If Ron Edde calls you, I'd strongly suggest that you listen to what he has to say."

Ron Sallet Managing Director

“Ron Edde is an organized, motivated, and tenacious relationship builder. His intellect combined with his engaging demeanor and wit helps him connect with his clients. He utilizes a consultative approach to help his clients understand market place opportunities and connects them with suitable solutions. Ron is a pleasure to work with and adds ongoing value. His high ethics, coupled with his depth of knowledge, provide a natural bridge to mutual trust and respect.”

Jay Rubottom Managing Partner - Cottonwood Capital Advisors

"Ron was willing to coach me on several issues I was having associated with making a transition. He took the time to listen to my concerns and to answer my questions. Through these conversations, Ron was able to identify the right place for me to transition my career and open my own business."

Bruce Pullen Regional Director

"I have partnered with Ron on several opportunities and know him to be one of the most professional Recruiters in the business. He does a great job of sourcing candidates, however, it is what he does to assist throughout the recruiting process that sets Ron apart from most. He is engaged 100% from beginning to end, and very knowledgeable about the financial services industry. I would recommend Ron to anyone who wants to work with a Top Level Recruiter."

Christopher Bouley Managing Director

"I am very happy that I contacted Ron Edde at the onset of my due diligence journey. He introduced me to multiple firms and helped me analyze several offers. Throughout the process, Ron repeatedly demonstrated that he was looking out for my best interests. I was able to make my decision to move my practice with confidence because of his experience and expertise. Highly recommended!"

our work process

Work with us

let's talk with

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

we find solution

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

enjoy our final work

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.